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Get Institutions for : 
Amplify Transformational Data Sharing (BLOK)  
$31.30 0.81 (2.52%) as of 4:30 Fri 5/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    13
Total shares held : 
 20,380,895  
% of shares held : 
 74.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 15,094,351  
% of shares held change : 
   55.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $19.88  
Last Quarter's Ending Price : 
 $29.85  
Last Quarter's Average Price : 
 $23.52  
Change from last quarter's     
avg. price to the last closing  : 
7.78 (33.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
27
 430,527
 2.11%
 
Increased Positions :
40
 15,746,583
 77.26%
 
Unchanged Positions :
65
 209,692
 1.03%
 
Decreased Positions :
53
-1,034,474
-5.08%
 
Closed Positions :
14
-48,285
-0.24%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CITADEL ADVISORS LLC 31 - 2023-12-31 12,051,231 $359,729,000 12,000,802
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 95 - 2023-12-31 3,096,139 $92,420,000 3,064,688
   LPL FINANCIAL CORP 924 - 2023-12-31 607,169 $18,124,000 -55,904
   COMMONWEALTH EQUITY SERVICES LLC. 530 - 2024-03-31 490,671 $17,880,000 -31,138
   CX Institutional 28 - 2024-03-31 462,342 $16,848,000 20,994
   Toroso Investments LLC 85 - 2023-12-31 310,722 $9,275,000 288,400
   Q3 Asset Management 11 - 2024-03-31 202,916 $7,394,000 -4,635
   MORGAN STANLEY 3605 - 2023-12-31 231,171 $6,901,000 -57,567
   MML INVESTORS SERVICES LLC 546 - 2023-12-31 191,049 $5,703,000 34,687
   JANE STREET GROUP LLC 1501 - 2023-12-31 163,707 $4,887,000 -653,422
   GERBER LLC 7 - 2024-03-31 122,206 $4,453,000 -1,105
   HIGHTOWER ADVISORS, LLC 1026 - 2023-12-31 145,383 $4,337,000 9,804
   GRADIENT INVESTMENTS LLC 150 - 2024-03-31 113,901 $4,151,000 51,253
   Merit Financial Group LLC 121 - 2023-12-31 126,810 $3,785,000 -12,402
   JANNEY MONTGOMERY SCOTT LLC 961 - 2024-03-31 82,712 $3,014,000 25,180
   Florin Court Capital LLP - 2024-03-31 81,630 $2,975,000 22,930
   ENVESTNET ASSET MANAGEMENT INC 2221 - 2023-12-31 98,181 $2,931,000 7,766
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1100 - 2024-03-31 71,856 $2,618,000 -7,995
   ROYAL BANK OF CANADA 2387 - 2023-12-31 83,625 $2,497,000 -5,926
   Rye Brook Capital LLC 18 - 2024-03-31 67,000 $2,441,000 0
   Price Capital Management Inc. *New 2023-12-31 78,400 $2,340,000 78,400
   Cetera Investment Advisers 752 - 2023-12-31 75,189 $2,244,000 -184
   NWAM LLC 120 - 2023-12-31 70,483 $2,104,000 15,275
   MY Wealth Management Inc. 14 - 2023-12-31 65,695 $1,961,000 -18,656
   SFMG, LLC 72 - 2023-12-31 61,969 $1,850,000 831
   FINANCIAL ENGINES ADVISORS L.L.C. 149 - 2023-12-31 59,698 $1,782,000 -2,394
   MARINER WEALTH ADVISORS, LLC 1176 - 2023-12-31 51,580 $1,540,000 -2,974
   SEI INVESTMENTS CO 1706 - 2023-12-31 51,407 $1,534,000 0
   FINANCIAL NETWORK 1116 - 2023-12-31 50,449 $1,506,000 -5,101
   WELLS FARGO & CO/MN 2731 - 2023-12-31 47,856 $1,428,000 11,805
   LINCOLN NATIONAL CORP - 2024-03-31 38,572 $1,406,000 38,572
   Strategic Wealth Designers 55 - 2023-12-31 42,110 $1,257,000 234
   Financial Advocates Investment Management - 2024-03-31 30,107 $1,097,000 14,703
   Sweet Financial Partners LLC 80 - 2024-03-31 28,581 $1,042,000 -3,985
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1222 - 2024-03-31 27,887 $1,016,000 -829
   Gainplan LLC 22 - 2024-03-31 25,534 $930,000 919
   Traction Financial Partners LLC 23 - 2023-12-31 31,006 $926,000 0
   HILLTOP HOLDINGS INC. 236 *New 2023-12-31 30,930 $923,000 30,930
   Kaizen Financial Strategies - 2024-03-31 24,330 $887,000 0
   Visionary Wealth Advisors 239 - 2023-12-31 28,982 $865,000 -2,930
   NTV ASSET MANAGEMENT LLC 123 - 2023-12-31 28,284 $844,000 -2,801
   Wealthfront Advisers LLC 650 - 2024-03-31 22,660 $826,000 3,585
   INTL FCSTONE INC. 175 - 2024-03-31 22,240 $810,000 250
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2176 - 2024-03-31 22,074 $804,000 -687
   Eschler Asset Management LLP 35 - 2023-12-31 26,915 $803,000 -155
   Fiduciary Alliance LLC 100 - 2024-03-31 21,712 $772,000 -8,325
   Brookstone Capital Management 534 - 2024-03-31 20,680 $754,000 6,819
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1066 - 2023-12-31 24,768 $739,000 -214
   RAYMOND JAMES & ASSOCIATES 2808 - 2024-03-31 19,310 $704,000 -646
   MULTIFINANCIAL SECURITIES CORP 978 - 2023-12-31 21,854 $652,000 -128
   Laidlaw Wealth Management LLC 109 - 2023-12-31 21,103 $630,000 -8,386
   BAROMETER CAPITAL MANAGEMENT INC. 90 *New 2023-12-31 19,400 $579,000 19,400
   AdvisorNet Financial Inc 286 - 2024-03-31 15,161 $552,000 1,900
   J P MORGAN CHASE & CO 3636 - 2023-12-31 17,996 $537,000 -2,089
   IFP Advisors Inc 548 - 2023-12-31 17,749 $530,000 -8,995
   Dynamic Advisors Solutions LLC 598 - 2024-03-31 14,069 $513,000 -23,424
   Western Wealth Management LLC 363 - 2024-03-31 13,965 $509,000 -570
   Integrity Financial Corp /WA 65 - 2024-03-31 13,557 $494,000 -1,384
   AE Wealth Management LLC 1499 *New 2023-12-31 16,218 $443,000 16,218
   Householder Group Estate & Retirement Specialist L - 2024-03-31 11,835 $431,000 11,662
   Atria Wealth Solutions Inc. 1277 *New 2023-12-31 14,426 $431,000 14,426
   Per Stirling Capital Management LLC. 156 *New 2023-12-31 11,984 $358,000 11,984
   Stratos Wealth Partners LTD. 1008 - 2024-03-31 9,798 $357,000 644
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 499 - 2024-03-31 9,709 $354,000 -1,250
   Creekmur Asset Management LLC - 2023-12-31 11,821 $353,000 0
   Strategic Blueprint LLC 449 - 2024-03-31 9,574 $349,000 -550
   HRT FINANCIAL LLC 1432 *New 2023-12-31 11,194 $334,000 11,194
   CREATIVE PLANNING 2007 - 2023-12-31 11,134 $332,000 239
   PCG Wealth Advisors LLC 81 - 2024-03-31 9,110 $332,000 -70
   Kestra Advisory Services LLC 1778 - 2023-12-31 10,955 $327,000 653
   ARBOR CAPITAL MANAGEMENT INC /ADV 88 - 2023-12-31 11,166 $319,000 550
   Belvedere Trading LLC 52 *New 2023-12-31 10,402 $311,000 10,402
   ROMAN BUTLER FULLERTON & CO 164 - 2024-03-31 9,616 $309,000 1,945
   NATIONAL BANK OF CANADA /FI/ 1209 - 2023-12-31 10,020 $295,000 -349
   Private Advisor Group LLC - 2024-03-31 7,698 $281,000 699
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 7,454 $272,000 8
   Advisor Group Holdings Inc. 3663 - 2023-12-31 8,953 $267,000 -4,154
   Farther Finance Advisors LLC 484 - 2023-12-31 8,850 $264,000 7,592
   Strategic Financial Concepts LLC 257 *New 2024-03-31 6,855 $250,000 6,855
   WOLVERINE TRADING LLC 961 *New 2023-12-31 8,263 $247,000 8,263
   Emerald Advisors LLC 87 - 2024-03-31 6,662 $243,000 -1,128
   BANK OF AMERICA CORP /DE/ 4947 - 2023-12-31 7,550 $225,000 225
   Walleye Trading Advisors LLC 1371 *New 2023-12-31 7,445 $222,000 7,445
   HCR Wealth Advisors 192 *New 2023-12-31 7,126 $213,000 7,126
   BB&T CORP 2443 *New 2023-12-31 6,809 $203,000 6,809
   Wiser Advisor Group LLC 52 - 2023-12-31 6,356 $190,000 0
   HBW Advisory Services LLC 289 - 2024-03-31 6,299 $188,000 0
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 5,027 $183,000 -4,846
   VitalStone Financial LLC 102 - 2023-12-31 5,876 $175,000 4,596
   Capital Investment Advisory Services LLC 506 - 2024-03-31 4,668 $170,000 -996
   Steward Partners Investment Advisory LLC 1543 - 2023-12-31 4,455 $133,000 -200
   NORTH STAR INVESTMENT MANAGEMENT CORP. - 2024-03-31 3,452 $126,000 1
   Halpern Financial Inc. 59 - 2024-03-31 3,560 $124,000 0
   CWM LLC 1748 - 2024-03-31 3,358 $122,000 -170
   First PREMIER Bank 180 - 2024-03-31 3,020 $110,000 -900
   Resurgent Financial Advisors LLC 237 - 2023-12-31 3,630 $108,000 16
   CITIGROUP INC 3257 - 2023-12-31 3,500 $104,000 900
   BENJAMIN F. EDWARDS & COMPANY INC. 1133 - 2024-03-31 2,331 $85,000 0
   US BANCORP 2401 - 2023-12-31 2,857 $85,000 0
   PNC FINANCIAL SERVICES GROUP INC 2744 - 2023-12-31 2,595 $77,000 -79
  100 Records found
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